A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
Provide clients with information and reports about their portfolio.
General
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
The WTW Transactions team advises trustees and companies on their de-risking strategy and advises on the implementation of longevity hedging transactions (buy-ins, buyouts and longevity swaps) as well as evolving propositions in this area, including superfund transactions and third-party capital solutions.
Overview of the role
Our team has experience of successfully completing over 750 pension de-risking transfer transactions, and is at the forefront of this market, having led the advice on around 35% of pension risk transfer over 2020 - 2022.
WTW's Transactions team advises clients on transactions ranging in size from £1m to £16bn.
This unique position offers a guaranteed path to a Board Level role as a Broking Director within three years, underpinned by direct mentorship from the Managing Director.
An exceptional opportunity has arisen for a seasoned Broking Manager to join a forward-thinking insurance business in Leeds.
As Head of Treasury and Account Receivable, you will be responsible for managing an onshore and offshore team tasked with the day-to-day operations of the Treasury department across the UK.
Are you looking for an opportunity to form an integral part of our UK Finance function?
This will include oversight of all cash, debt, capex (working capital), forex risk management, administration, control and governance over the UK group treasury function.
Due to continued success and growth my client, a leading Investment practice in the UK Institutional field, currently seek a talented graduate to join their expanding team.
This is an extremely important role as it involves the project management of small to large scale investment transitions on behalf of some of the UK's largest institutional funds.
Duties will include: Planning asset transition projects from start through to completion
RattrayParkin are currently supporting the recruitment requirements of an impressive South Yorkshire based SME which, further to a recent private equity investment, is seeking to recruit a high-calibre and experienced Finance Director.
The incoming Finance Director will take responsibility for all aspects of internal financial management, provide high-level business partnering to the Senior Management Team and maintain strong external relationships with advisors, stakeholders, and investors.
The business, which is an international supplier of specialist technical products, is well established with a strong customer base and consistently profitable.